ReleaseNotes/2016

Release Notes 4.00.00 - 15 December 2016

Enhancements

Additional fees may apply to have these features activated and configured. Some features may also attract a monthly subscription fee. Please contact Emersion Sales if you are interested in these features.

Jasper Quarantine

A new Retry All button within the Jasper quarantine page has been introduced. This will make cleansing Jasper Quarantine much more efficient.

Service Feature Management

We have introduced an 'Admin Override' function to permit users to enable/disable service features for a service subscription regardless of whether they mandatory or not. Once this is enabled a new Power provides service providers a way to control who has the power to do these activities.

• Power Name: Manage all service features on a service subscription
• Power Description: Allows a user to enable/disable service features for a service subscription regardless of whether they mandatory or not (Service Subscription > Feature Management)

Sign Up Portal

Cumulus and the End User Portal now support the auto-population of the address based on an agent code passed in. Read more....

General Enhancements

These enhancements are available to all customers.

Non Existent Service Quarantine

This page has been modified to address performance issues. In addition, there are some circumstances where the service subscription is Active but the service is not. The way the UI has been presented has been redesigned to increase the transparency of these cases.

Upgrade and Change Of Ownership

Upgrade, 'CHOWN' and Internal Churn are now fully supported for the majority of Service Types being used by our clients. If you have not had a chance yet to familiarise yourself with these new transfer types, read all about it here.

Minor Enhancements

• The View Product page has been enhanced to increase performance.

• When managing a customer's spend limit, the user will see better feedback from the UI.

• Enhanced the performance of the Finance > Receive Payment page.

Bug Fixes

• Fixed an issue with the Service Identifier management page so that only a single core identifier can be created.

• Resolved issue on API "UpdateAccountProfile" that threw an error when updating the account profile.

• Resolved an issue whereby the Jasper Quarantine page wouldn't appear even if you had permissions.

• Resolved an issue with the GetUsagePerDay API around dates that occasionally resulted in an error.

• Invoices without service based cardlines had no reference to the service in the package subscription summary. This issue was causing some rendering issues and has now been rectified.

• Fixed an error that occurred when a user tried to change the stability profile function on a DSL service.

• Fixed an issue that prevented the user from changing the ledger code after a product had been created.

• Bolt-on history will no longer appear under services that are not telephony-based.

• The CreateAccount API will now correctly trigger the Create Account event, provided the customer's account profile is set as per the event mapping.

• The Top Up History has been renamed 'Voucher History' and the viewing option will now show only for service types that support vouchers.

• Fixed an issue with the Package Summary of the standard invoice template where, in the case of a service with multipliers, the invoice was not showing the quantity.

Release Notes 3.95.00 - 22 November 2016

Optional Enhancements

Additional fees may apply to have these features activated and configured. Some features may also attract a monthly subscription fee. Please contact Emersion Sales if you are interested in these features.

IPND

From this release, if there's no IPND contact set for the service, Emersion will send the primary contact to the IPND Manager.

Provisioning Property Management

In some cases, users need to edit data fields that are tagged with 'Provisioning'. These are normally hidden from users but in some situations, we may need to permit certain administrators the ability to alter these values in cases where provisioning has had some sort of failure. These new powers are under Provisioning Properties Management’’’.

Simple Account Import

This new import tool will take a single flat CSV file to import basic account details, contact details, organisation details and start dates.

Service Types

Telstra WME

Updated the way our system deals with deactivated contracts when Emersion received deactivated contract notices from Telstra in error.

Due to a bug in the Telstra WME platform, deactivation state transitions are at times sent incorrectly. As per advice from Ericsson we have put additional checking with the platform to confirm contract is truly deactivated before we action within the Emersion platform.

General Enhancements

These enhancements are available to all customers.

Framework Enhancements

A major re-write of the cumulus list framework has been done to enable much faster performance and to allow data retrieval where the data has been archived.

Upgrade Access Control

Under "Package plans > Settings" there is a new setting called Upgrade is not available whilst in contract. When used, the upgrade feature will not be available. By default, this will be disabled. Enabling this setting will stop users from being able to upgrade a customer to a new plan while they are under contract. A new power is available for those users who want to control who can override this setting and perform the upgrade regardless of the plan setting.

Migrate Access Control

Under Package plans > Settings there is a new setting called Cannot Migrate. This setting will prevent this package plan from being migrated to.

Event Control

Under "Package plans > Settings" there is a new setting called Prevent Add Package Event from firing. When used it will prevent firing of the 'accountAddPackageSubscription' event (Event Type id #31)

Service Feature Import

The importer for service features now takes into account the new fields for reconciliation purposes announced in the previous release.

Package Plan Visibility

An increasing number of business rules (usually requested by our clients) can affect why a package plan may not show up when placing an ordering process. While we already display some text as to the reason within the order itself, we now include similar text on the package plan under Packages & Plans > Management > Package Plans > Package Plan Main screen. This should further help users and managers determine the reason why a package plan may not be available to a customer during the order process.

Event Changes

The Invoice Overdue and the Payment Plan v2 events have been updated to support a new field seen when creating or editing a message template for these supported events. The new field is called Postal Email Address. The purpose of the field is to allow users to optionally cc the email address if the customer's delivery method is "post" or "email and post". So that customers that receive invoices via post can receive invoice overdue reminders and payment plan notices also in the mail.

Manage Invoice

Two new powers have been introduced to provide a way to control the access to the underlying actions of 'Deleting' and 'Deallocating' ledger cardlines. The powers are:

• Deallocate Cardlines
• Delete Cardlines

ACTION REQUIRED - the default for these is to not allow the action - if you required these powers enabled please mnage from the Admin section.

Minor Enhancements

• Enhanced performance when accessing the Customer > Dashboard.

• The Bulk Update Quarantine Importer has been enhanced with better validation.

• System Event Templates - The TinyMCE editor will no longer allow embedded CSS <style> tags because it causes the System Event Message Pollers to crash. Please read this article to understand how to use CSS with Emersion's event templates correctly.

• The Customer > Package Subscriptions page has been updated to include related service identifiers.

Bug Fixes

• Fixed an issue found in the Quick Search.

• Fixed an issue where the Customer > Detail tab where it would not display any data.

• Fixed an issue where searching for an account or contact by primary mobile threw an error.

• Fixed an issue where itemisation would not appear on some invoices

• Fixed an issue where access fee credits for service subscriptions were not being produced if a cancellation was done right at the end of the period.

• When creating an invoice from the Pending Cardlines screen, if the invoice was set to Approved, the approval status would be set incorrectly to Rejected. This has been fixed.

• Fixed an issue where users with limited permissions could appear to update the invoice method, however it would throw an internal error in the background.

• Fixed an issue where large invoices were not rendering in some cases.

• Fixed some performance issues caused by session expiry.

• Fixed an issue where users could not commence a package migration because the system didn't allow the user to choose a new package plan.

• Fixed an issue that stopped users from ticking the Terms And Conditions checkbox when the browser was not at 100% zoom. This was fixed in both Cumulus and the Sign Up Portal.

• Fixed an issue with the address-based service qualification.

• Fixed an issue with the Bolt-On Add-On View pagination.

• Fixed an issue where the Services > Infrastructure > Management > Add New Site Device page was showing same product more than once in the list.

• Fixed an issue where Account Discount Subscriptions were permitting users to backdate the start of the subscription prior to the start date of the account.

• Fixed an issue that caused the Account Status not to show on the [[Account_Management/Customer_Screen/Summary|Customer > Summary] tab.

• Fixed an issue under Service Feature Management where on the View Service Feature Period History page, the Back To Service Feature Management button was not working.

• Fixed an issue that prevented a user from being able to view the Package Subscriptions of a customer under some circumstances.

• Users can no longer commence a service type migration on non-active services.

• Fixed the wiki link for the Bulk Import > Carrier Location Availability tool.

• Fixed an issue where the Period Manage page showed periods not requiring approval, were already processed or displayed duplicate rows.

• Fixed an issue on the Services > Service Type Migrate > Administration page that caused it to throw a 328 error.

• While mapping a service type to a GNAF carrier profile, users previously needed to specifically the GNAF Carrier Location Profile, even though user was already inside the record. This superfluous field has been changed to read-only to prevent users from making an error in the configuration.

• On the service configuration page for a WME service, one of the requirements is to provide the Mobile Authentication Date of Birth. If this is not entered, the validation message appeared twice. This has been fixed.

Release Notes 3.94.00 - 27 October 2016

Service Types

The following changes were made to service types.

All Service Types

For service providers utilising the flag to disallow $0 cardlines for a service type, this flag will now prevent $0 Share Cap credit cardlines from being created.

Telstra WME

Added GPRS and snGS1 network service codes to provisioning of services.

AAPT - All Service Types

Emersion have made a variety of changes to the behaviour around service identifiers, service feature identifiers, provisioning systems and management of cost price in order to make it easier to perform reconciliation on AAPT products. Service Providers who buy and sell AAPT services should review the additional general enhancements related to service identifiers.

AAPT - NwB (NBN and DSL)

Important: Instead of the Location ID being used as the core identifier - it is not unique and represents a property not a service - Emersion is moving the location identifier into a GNAF address that is now visible under the Service Subscription > Service Address tab. Going forward the core identifier that is the unique identifier within AAPT for the service looks like a 9-digit number starting with 5.

The previous location ID will be bound against the service in the vanity id field if one is not already present.

Jasper

Fixed an issue with the jasper plan mapping screen when a Package Plan ID was provided in the search filter.

Optional Enhancements

Additional fees apply to have these features activated and configured. Some features may also attract a monthly subscription fee. Please contact Emersion Sales if you are interested in these features.

New Package Plan Settings / Product Order Map

The Package Plan > Settings tab now includes an additional flag Outright purchase requires immediate payment.

When used, the flag will force a payment to be collected for the purchase upfront as part of the order. This forced payment step also depends on the product being configured for outright purchase on the Product Order Map of a Package Plan. If the flag is not set, the order process will not force the customer to make a payment up front. Instead, a cardline for the purchase will be created that can be added to the invoice later. Products that are mapped to package plans that will be paid over instalments are not affected by this change.

This applies to Cumulus only. No changes have been implemented in the sign up portal.

API Changes

Under the General WSDL a new API call was created called GetAPIStatus that functions as a connectivity test.

Enhancements - General

These changes are available to everyone.

Service Feature Quarantine

We have released a new Quarantine page providing users with the ability to manage unbilled usage for service features. This page can be found at Billing > Quarantine > Service Feature and can be enabled and disabled by the Service Feature Quarantine power.

Service Identifiers

• The Customer > Service Subscription List and Services > List All page contain new search filters.
• The Service Feature Management sub tab now permits identifier assignment, and gives users the ability to enter a cost price at the upper-most tier.
• While service is Preactive users can now assign a service identifier during the semi-manual activation at any time.

Contract Breakout

Service Features of the type 'Access Fee' are now taken into account when a contract breakout is performed.

Cumulus - Session Expiry

Due to a recent update to the PCI DSS standards, automatic session expiry is now being inforced in Cumulus after a period of inactivity. An on-screen warning will give users the option to continue the session. Subsequently, should there be no activity detected by the session expiry time, the user is automatically logged out. This feature has been implemented for Cumulus only and does not extend to the End User Portal at this stage.

The settings are:

• Warning time - 13 minutes
• Session expiry time - 15 minutes

Emersion have chosen 15 mins as "PCI DSS Standard states such sessions should be 15 minutes or less"

Other Minor Enhancements

• The Customer > Service Subscription List and Services > List All pages contain new search filters.

• The Service Feature Management sub tab now permits identifier assignment, and gives users the ability to enter a cost price at the upper-most tier. The cost price will be ascertained from the 'Carrier Charge' mediated by the inbound usage feed and will be stored against the service feature subscription.

• While a service is Preactive, users can now assign a service identifier during the semi-manual activation at any time.

• The Admin > My Invoice Template > Invoice Layout tab, the option to silence call itemisation now shows Tariff IDs in the drop down in a more customer-friendly way. We have also added some search filters to the top of the Invoice Layout Type screen.

• The Large Invoice Generator now has a timeout of 15 minutes. Users should be aware that large invoices will take longer to generate and render than smaller invoices and while sometimes the system may appear to hang, it is still processing in the background. We generally recommend using summary only invoices wherever possible if your customer has a large number of services.

• A Last Login column was added to the Staff List in Cumulus. This will record successful logins, not attempted log ins.

Bug Fixes

Fixed an issue that prevented records from showing up in the Commissions > Manage > Pending Product Sales page.

While exporting a list as CSV, occasionally check boxes, radio buttons and other HTML became part of CSV. Similarly, the CSV file had no sort order. Both of these issues have been fixed.

Fixed a bug found with the filters for the Account Security Types page.

The Package Plan count for a Package Group under Package Catalogue > Package Group was incorrectly including inactive and non-saleable statuses. As of now, it show only Active, Approved and Saleable Package Plans.

Fixed a bug where it was possible to de-allocate a cardline from an invoice when it had previously been deleted from a separate browse tab under the same browser session.

Fixed a minor issue with the Customer > Dashboard where under the Product Purchase section, the instalment end date was being miscalculated.

Fixed a problem where in the End User Portal, payment details were not being saved correctly.

The Home > My Details > View Powers tab now shows a user's powers correctly.

Fixed a problem where users could not complete migration where service contacts were mandatory.

An issue was identified whereby usage cleansed by the Non Existent Service Fault page was not properly being re-identified. This was not a global issue, Affected service providers were individually notified and engaged in data cleanup at the time of resolution.

Resolved an issue where customers with no live payment gateway maps configured were not able to click on Receive Payment.

Fixed an issue where subscriptions belonging to users in account groups were not appearing in the Migrations list.

Fixed a problem where orders were showing up in the Order Fulfilment page before the signup process was complete.

Fixed the SIM Replacement process that was not Marking the Product Instance as Shipped and removing the SIM from Product Lock.

Fixed issue where in Report Schedule function causing the Service Type field not to populate in the Service Status report.

Rectified an issue where preventing users from aborting Preactive package subscriptions in Agent accounts.

Release Notes 3.93.00 - 05 October 2016

Enhancements

Additional fees may apply to have these features activated and configured. Some features may also attract a monthly subscription fee. Please contact Emersion Sales if you are interested in these features.

Event Text Library

A new framework is has been implemented that will bring service providers the ability to maintain a library of text elements that can be used in an Event Variable. Service Providers can map these text elements to plan objects, meaning custom text can be inserted into an event for a telephony plan, and different custom text can be inserted into an event for a data plan. Or service providers may want to include a message to users for a short time only.

Read more about the Event Text Library

Package Activation Event

The package activation event (event type id: 31) has been modified to support text elements from the Event Type Library.

Service Activation Event

The service activation event (event type id: 1011) has been modified to support the ability to trigger based on a service type or a service type category. If either of these options are set, the event will no longer trigger for all activated services.

Minor Enhancements

Within the service desk module, the Add Note function would return an empty page if the customer has the outbound ticket event mapped but had not yet set up a template. We have now added a user notification prompt to set up the template and enable the event in these instances to bring an enhanced user experience.

Receipt Payment now has a module permission. We have enabled this for Admin Full Power role groups only. Users will need to enable it for other groups.

Bug Fixes

Fixed an issue with the activation of a voucher occurring occasionally.

The Jasper product's holding fees and the product on the Jasper Plan mapping are now optional.

Resolved an issue for Telstra Ebill SQ requests that caused it to fail.

Fixed an issue with the payment importer under Finance > Bulk Imports.

Fixed an issue with the collection of employment information during an order that presented users from progressing.

Fixed an issue with the AAPT FrontierLink service qualification when performing a migration.

Fixed an issue where Service Subscription usage notification event was populating the Included Value name with the 'internal' version. It will now correctly populate with the external name in line with everything else.

Resolved an issue that resulted in an error when linking a sell Package Plan, and sell service plan.

Fixed several instances of the Cumulus Lists where the Download to CSV feature either didn't work, or didn't export the data correctly.

Fixed the 'Select All' check boxes on all Non Existent Service Quarantine Lists.

Fixed a navigation issue on the Package Plan > Associated Service Plan page.

On the Customer > Trading Terms screen the Wiki link has been updated for Unbilled Credit Alerts and now directs the user to the correct location.

On the Customer > Detail screen the Account Status Reason drop down field will now be sorted in alphabetical order consistent with most other dropdowns.

Fixed an issue with SMS event notes rendering on-screen with HTML characters.

Fixed a bug when attempting to remove a payment method.

Release Notes 3.92.00 - 23 September 2016

Enhancements

Additional fees may apply to have these features activated and configured. Some features may also attract a monthly subscription fee. Please contact Emersion Sales if you are interested in these features.

Support for Prepaid Plans and Subscriptions

Until now, Emersion's system provided extensive support for post-paid plans and subscriptions. In this release, we have now introduced framework support for prepaid plans and subscriptions. Service types that can fully support prepaid plans are Telstra Mobile services on the WME platform, however the framework has been designed generically so roll out of prepaid services on other service types will be possible in the future. As a result of this support, Emersion has enhanced a number of key pages and areas of the system.

Changes to support prepaid are as follows:

Service Type Billing Type

A new Billing Type (Prepaid or Post-Paid) allows Service types to be able to support both billing methods. When creating a new Service Plan, users will now be prompted to nominate if this is a prepaid or post-paid plan. If prepaid is not available for your service type, the system will default to a postpaid plan. The Package and Plans > Management > Service Plan List has been modified to display this field in the list of service plans.

This change will be visible to all Cumulus users.

Service Subscription Life Cycle Status

When a service provider has a service type mapped that supports prepaid plans, the service will have a sub-status called Life cycle Status. This appears in the following pages:

• Services > List All
• Customer > Package Subscriptions > Allocated Service Subscriptions
• Customer > Service Subscriptions

This life cycle status will be used by prepaid services to denote the actual state of the service while it is Active. They are a collection of statuses which are more granular than the normal statuses within Emersion.

View Usage

The View Usage pages in both Cumulus and the End User Portal have been modified to display a non-rated usage view for prepaid services.

Vouchers

A new product type has been created called Vouchers. These are special products designed to be used to top up a prepaid service immediately or kept for later use. Configuration options provide a way for service providers to choose if vouchers can be be transferred to other customers. Voucher products can be mapped to prepaid service plans. Once available, vouchers can be purchased via Cumulus or via the End User portal. The billing type for these services also shows in the Activation Portal

Events

Three new events have been introduced to support voucher products:

• Voucherless Top-Up Activated Event
• Voucher Activated Event
• Voucher Purchased Event

Upgrade and Change of Ownership ('CHOWN')

This release introduces the ability to upgrade or perform a CHOWN on some package subscriptions. This has been made available already for subscriptions to the Telstra WME Mobile service type and service types where the check type is 'GeneralPhone'. Service providers can find out the check type for any service type by running the reference report titled Service Type List.

While the upgrade and CHOWN options will be available for all package subscriptions, not all subscriptions can be upgraded or the ownership changed. The system will first validate any service subscriptions inside the package subscription. If it meets this validation, the user will be prompted to proceed. In the case either type of transfer, users will have the option to select a new SIM or retain the existing one. The system will initialise a new order and take the user through the process. Once the order is submitted, it can be provisioned in the usual way, depending on the service type and it's configuration.

READ MORE........ {New help pages are required}

Bulk Tools

The following bulk tools have been released to facilitate the administrative requirements of Telstra WME prepaid services.

• Bulk Import - Cancel ePIN
• Bulk Import - Encrypted Voucher Batches

End User Portal

The End User portal has undergone the following enhancements to support prepaid services:

• Supports a service identifier-based username.
• A new Get Recent Usage page.
• A new Get Real-Time Balance function.
• A Top-up screen allows end users to purchase and activate vouchers.
• View Usage - Prepaid services will show a new page displaying unrated usage. Post paid services will utilise the current View Usage page.

Activation Portal

The Activation Portal now shows the service subscription 'billing type' in the service list.

Account Profile

Extensions have been made to Account Profiles to enable the mapping of Packages to an Account profile. This functionality is designed to limit customers' access to package plans based on the account profile. This adds another layer of filtering that potentially impacts the list of available packages during an order. As a result, the plan selection page in the order process has been enhanced with helpful text designed to enable users troubleshoot why a given package may not be appearing in the list of available package plans.

API Updates

4 new Account API calls have been introduced:

• UpdateAccountStatus
• UpdateAccountProfile
• AddAccountToGroup
• RemoveAccountFromGroup

Service Type Enhancements

The following service types have been modified as part of this release.

Telstra WME

In addition to the changes that support prepaid, the Service Plan > Properties for SELL plans have been updated with a new property Initial WME Spend Limit.

Minor Enhancements

These enhancements are available to all subscribers.

The Product Rate Card > Rate and the Service Subscription > Product Rate Override pages have been redesigned to better support service types with large number of products (e.g. Telstra E-bill)

The End User portal now accepts the Agent Code as a URL parameter and this in turn drives the display of available packages (as per the configuration in the Retail Package Catalogue).

When looking at the Event Mapping, the SMS Gateway option will now only show when the action is SMS.

We have made a modification to the data retrieval code that builds all invoice templates. The payment ID on the invoice and the user portal now are the same. The invoice will no longer use the ledger journal ID for this entry.

Bug Fixes

Resolved an issue in the End User Portal that prevented the end user linking a service to a ticket.

Invoice Due and Invoice Overdue events will now take into account any payment plans (V2 only).

Under Product > Product Categories the Num of Sub Categories has been fixed to show accurate data.

The notification to users when trying to edit a price point belonging to a product that is currently being used in a recurring purchase scenario has been updated to be clearer.

Under Events > Templates > Mappings we have fixed the Description column sorting link.

Fixed an issue where Invoice Layouts were erroring when linking to a specific Invoice Design.

In the Product > Product Management list, the Total Inventory will now only show Product Inventory statuses that are applicable to the Product. "Total" will no longer be displayed

Fixed the Select All/Deselect All checkbox under the Package Pool section under the Contract Type.

Resolved an issue causing the payment profile data not to be properly saved under some circumstances. causing the finance charges not to render properly when using the Take Payment.

Resolved issue where Service Desk > Service Desk Admin would throw an exception if you tried to search by an alpha string in "Service Request ID’’

An issue that prevented a package period length from being honoured if package subscription started on the account invoice period start date has been fixed.

Resolved an issue where within an Account Group > Add Accounts tab would throw an error.

Resolved an issue occurring when the system tried to activate a DSL component of a package migration.

Release Notes 3.91.00 - 13 September 2016

Enhancements

These enhancements require a subscription to the module.

Contract Discounts

This release introduces a new type of contact discount to compliment the per period discount feature already available. If you would like to know more about this feature, or about the types of discounts you can apply to a contract, read about them here.

API Updates

The getService API call now contains additional inputs. Please consult the ServicesOperations.xsd for further information.

Service Type Enhancements

Telstra WME

The Telstra WME service type has been updated so that ring diversion time for WME (busy) is now 10 seconds.

Bug Fixes

Resolved an issue in the Product Order Map of a Package Plan was preventing users from saving an outright product purchase, unless package plan had a default contract.

Fixed a message display in pending cardline page and notification.

Fixed a pagination issue in the Service Fulfilment page.

Fixed an issue when creating a product, the model details were not saving.

The Invoice ID search field in the End User Portal no longer allows users to submit alpha characters, causes "invalid number" exception errors.

Fixed an issue whereby the value of usage cardlines for bolt ons and bolt on add ons was incorrect.

Resolved an issue with the Bulk Internal Churn tool so that it will not crash if the supplied package subscription had no start date.

Fixed an issue on getCurrentUsagePeriodSummary API call where by subscription period retrieved was a future period.

Fixed an issue with the Manual Payment event to handle Manual Batch payments correctly.

Fixed an issue with the Address Importer not saving all data correctly.

Fixed an issue within the Manage Invoice section where the Bulk Approve and Hide invoice settings occasionally did not set the approval status correctly.

Rectified an issue with the getUsagePerDay API call.

Release Notes 3.90.00 - 29 August 2016

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Enhancements

Quarantine

The Billing > Quarantine > Rating pages has been enhanced with a predictive lookup that attempts to match quarantine records where the service identifier may already be in the system. Additional columns will provide the user with the service ID where a potential match is found.

Warehouses

Warehouse can now be searched by Org Unit. The Product Id has been added as a column and filter to Warehouse Bin Details page.

Product Rate Cards

The Cumulus user interface has been significantly enhanced to offer a better user experience when adding a rate against a product. An added benefit to the enhancement was a significant performance gain.

Contracts

Emersion currently has a per period credit that exists for the entire life of a contract. We have extended this feature to now support a time-limited contract discount which exists only for a small window of time while the customer is on the contract. New fields under Packages and Plans > Management > Contracts > Contract Details provide a way to configure a contract type to offer a discount for a number of defined periods. Users can see and modify the discount that is applied to a contract under the Package Subscription > Fixed Length Discount

Read more...

Manual Payment Batch

The Manual Payment Batch Event has been altered to optionally exclude certain sources of payment. In addition, the first name of the customer has been added as a variable to the event template.

Bug Fixes

Resolved an issue in Product Rate Overrides that was occurring in some circumstances when users tried to edit a rate.

Resolved an issue with the ‘’GetUsagePerDay’’ API call where BoltOnPeriodID was not provided in the TelephonyUsageSummary > BoltOn XSD schema under some circumstances.

Resolved an error experienced when trying to link a Product Rate Card to a Service Plan.

Release Notes 3.89.00 - 19 August 2016

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Bug Fixes

Resolved an issue occurring with the zero-dollar card line flag on the Finance > Manage Invoice page.

Release Notes 3.89.00 - 16 August 2016

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Enhancements

Quarantine

A new tab has been introduced in Quarantine called Data Rating. The purpose of this new screen provides a way for users to manage "Data" usage that has been quarantined. To see the new tab, go to Billing > Quarantine > Data Rating.

The Billing > Quarantine > Non Existent Service page has been enhanced with a predictive lookup that attempts to match quarantine records where the service identifier may already be in the system. Additional columns will provide the user with the service ID where a potential match is found.

Invoice Layout

The My Invoice Template section has undergone a significant overhaul and features a new layer of customisation and flexibility when setting up invoice templates. In addition to invoice layouts, there is a new invoice design section. Where Invoice layouts give service providers the ability to control data that appears on the invoice, and some additional elements that can be customised, invoice designs are collections of settings and styling that can be shared across multiple invoice layouts. Which styling options service providers have available is controlled via Emersion.

Learn more about the revamped My Invoice Template section

SMS Out

The Events > SMS Out bulk SMS distribution feature now includes additional filters to assist users in narrowing down their recipient lists.

Manual Payment Batch

Users no longer need to choose their vendor when using the Manual Payment Batch feature. Figures created in the manual payment batch ABA/Commbiz file will be rounded to 2 decimal places. The hard coded of 5 dollars for the minimum payment has been replaced with the 'EPS Minimum Payment' account attribute option. please contact Emersion Support if you want to set a default option for automated payments.

Account Invoice Period

When changing the account invoice period length for a customer via Customer Details > Trading Terms, any future unprocessed invoice periods will be removed and recreated as per the new settings.

Manage Invoice

After a user has re-rendered an invoice on the Manage Invoice page, the user will no longer be thrown out to the invoice list, but will remain in the Manage Invoice page.

A new checkbox Show $0 cardlines has been added to the filters for the Pending Cardlines section on that page. By default, the system will no longer load $0 cardlines on the page. The user must check the box and press Search to view these cardlines.

Customer View

The current customer's account balance will now be displayed in the header when viewing the selected customer. This went live on 22 July, 2016.

Quantities

A number of cumulus lists have been updated to include a quantity count so users can more easily identify which objects have other object within.

• The package subscription list now contains the number of service subscriptions.
• The package plans list now contains the number of service plans.
• The bolt-ons and bolt-on add-ons lists now contain the number of rate overrides.
• The rate rard and product rate card lists now contain the number of rates.
• The timetables list now contains the number of time bands.
• The contracts list now contains the number of contract pools.

Contracts

Additional search filters have been added to the Package Plans > management > Contracts page.

Reports

The Service Types List report under Reports > List > Reference has been updated to include the check type of the service type. This is needed by service providers using the API who now need visibility into the check type to ensure they use the correct service qualification API calls.

Bug Fixes

Resolved an issue occurring when users downloaded a generated report where the screen was not refreshing correctly.

When deleting BPAY details from the Admin > Payment Details > BPAY Details section the information will no longer be deleted without user confirmation.

When logged in as a Wholesale service provider, the Customer > Dashboard will no longer show packages that the Retail Service Provider does not purchase via the Wholesaler.

Fixed an issue related to deleting of IPND service contacts.

Fixed an issue occurring when users were editing service contacts.

When looking at an invoice under a customer at Customer > Invoices screen, the Back button will no longer load the Finance > Accounts Receivable > Invoice list page. Users now will be correctly directed to the invoice list specific to the customer.

Fixed an issue where the page was not refreshing properly after exporting rates.

Fixed an issue when searching for an FNN using the quick search.

Fixed an issue causing users to be unable to save call itemisation under Invoice Layout > Call Itemisation.

When an end user asked to reset their password using the Forgotten Password feature, the reset link was sent and the password was able to be reset correctly, however the system output an "Invalid or Expired Link" message. This has been rectified.

Fixed an issue where the system was not settings the default account profile when the user created an Organisation account.

Fixed an intermittent issue causing the Customer > Dashboard to occasionally shows a blank screen.

Release Notes 3.88.00 - 19 July 2016

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Enhancements

Customer Dashboard

Several sections of the customer dashboard have been enhanced to include more relevant and helpful information.

Events Interface

The following changes have been made to the Events interface:

The Account Profile has been added as a filter to Event Action Mapping List page.

To the template pages, we have added the Event Map ID to the end of the event mapping description in the Event Mapping drop down field. This will decrease the likelihood of users selecting the wrong event mapping for the template.

Event Variables

Additional variables have been added to the Account Create event for both SMS and email.

Sign Up Portal

We have extended sign up portal capability to be able to collect more commissions metadata during the orders process.

Bug Fixes

Resolved an issue whereby downloading an invoice present a blank screen, even though the invoice was rendering and could be downloaded.

Resolved a pagination issue occurring on some cumulus lists.

Release Notes 3.87.00 - 05 July 2016

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Enhancements

Address importer

Minor enhancements were made to the Address importer.

Event variable

A new variable, Package Plan External Name, has been added to the Service Activation event

Bug Fixes

Fixed an issue with the display of data usage in the End User Portal.

Fixed an issue occurring when processing a cancellation or migration.

Fixed an issue/minor enhancements made to the Commissions > My Commissions page

Fixed an issue pertaining to orders that are placed for existing services.

Fixed an issue in the customer sign up portal.

Fixed an issue in customer notes where some special characters were not rendering correctly.

Fixed an issue in the validation of a cumulus staff user username.

Release Notes 3.86.00 - 21 June 2016

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Enhancements to Optional Modules

Fees may apply to have these configured, activated and maintained

If you are interested in subscribing to any of our new enhancements, please contact our Sales Team at sales@emersion.com.au for further information

IPND

• Modified the Bulk Address Importer so that it doesn't send updates to the IPND

Fraud Poller

• Modified the "Fraud Poller" to add a user level event to the existing provider level event.

TIO Flag - Late Payment validation and presentation

• Made Text Changes for Late Payment Changes and added further additional validation.

Optus Mobile - MURTL Usage

• Resolved an issue in both the "Cumulus" and "Userportal" interfaces whereby the end date for MURTL usage was displayed incorrectly in "VIEW USAGE"

Xero Payment Changes

• Deployed changes to the "Xero" infrastructure to use the Ledger Journal instead of the Payment Record as the reference for Payments as the payment may be applied to multiple invoices.

Enhancements

'These enhancements are provided as part of base platform and are included as per your maintenance fees'

Packages and Plans Interface

• When creating Rate Cards in, Create Rate Card > Service Type Category list; the Service Type Category List is now sorted alphabetically

• Resolved an error that occurred when trying to create a new Package Plan and added a UI notification when a Packages/Service/BoltOn/BoltOnAddOn is "Grandfathered"

Quarantine

• Updated Cleanse Quarantine functions to move records straight to 'Completed' Status, as apposed to a workflow doing this to make the UI more responsive

Ordering

• Enhanced the Ordering operation when creating a Service to ignore "Cancelled" or "Aborted" Services when checking for duplicate identifiers.

Account Profiles

• Added the ability to set a newly created "Account Profile" as the Default Profile whithout having to return and reset.

Take Payment UI

• Made changes to "Take Payment" so that the Outstanding Amount does not include any "disputed amounts"

Bug Fixes

Migrations and aborted Service Subscriptions

• Resolved an issue whereby if a Package Migration was attempted on a Package Subscription that contained an aborted Service Subscription the process would be inadvertently halted in the UI. This will no longer throw an error.

General Bug Fixes

• Resolved an issue when fetching an account attribute for an attribute that uses the "Account Profile" where an "Account Profile" hasn't been set

• Resolved an issue where "Download to CSV" was producing incomplete, inconsistent list results

• Resolved a query error in the Finance > Accounts Receivable > Transactions List which was introduced in release 3.85 due to Xero integration

• Updated the Rebuild Ledger script to exclude transactions in a payment plan

• Resolved an issue where the ledger cardline contained an "&" symbol resulted in an exception error when attempting to render the invoice

• Resolved an issue when creating an 'offsetUnallocatedPayment' transaction. Occasionally credit transactions would be created incorectly, instead of the appropriate debit transactions, resulting in the account being out of balance

Release Notes 3.85.00 - 7 June 2016

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New Features / Optional Modules

Fees may apply to have these configured, activated and maintained

If you are interested in subscribing to an optional module, please raise a new sales ticket by email to sales@emersion.com.au

Enhancements to Optional Modules

Fees may apply to have these configured, activated and maintained

If you are interested in subscribing to any of our new enhancements, please contact our Sales Team for further information at sales@emersion.com.au

Late Payment Fees

• Both versions of the late payment fee have been altered to take into account TIO cases. For the two "Late Payment Fee" options available in Emersion; ie

1. Late Payment Fee On Complete Payment of Invoice, and

2. Late Payment Fee On Overdue Invoice; Where either, the end user has the TIO flag set to any level (under Customer > Details),

OR if the customer has an open TIO Service Desk ticket they will not be charged the late payment fee. A new setting allowing service providers to control the default behaviour has been added under Admin > Settings > Discounts & Fees.

Service Fulfilment

• The Service > Service Fulfillment screen has been enhanced. The order id link has been removed and users can now view the service fulfillment details when the status is "Waiting on End User".

Enhancements to Service Types

Telstra WME

• Removed the ability to churn a Telstra WME service when the service plan contains the property 'Mobile Broadband'

• Fixed an issue which was preventing some specific types of "valid churns" from being "churned" successfully (NB This was ONLY related to Telstra WME and 3G Services)

Enhancements

'These enhancements are provided as part of base platform and are included as per your maintenance fees'

• To improve the performance of the UI, the lists on the following pages will not automatically populate with data. Users will need to enter their search criteria to conduct a search.

1. Finance > Accounts Receivable > Payments,

2. Finance > Accounts Receivable >Pending Cardlines,

3. Events > Message Queue > Email,

4. Events > Message Queue > SMS

Profile Based Defaults

• The following four (4) default settings can now be defined for an Account Profile:

1. Invoice Due Days - INVOICE_DUE_DAYS

2. Unbilled Credit Limit - UNBILLED_CREDIT_LIMIT

3. Credit Limit - ACCOUNT_CREDIT_LIMIT and

4. Invoice Template - INVOICE_LAYOUT

NB These can be set at the following 3 User Interfaces:

1. Admin->Settings->Account Profiles,

2. Customers->Create New Customer, and

3. Customers->Customer List (Detail and Summary Tabs)

Bug Fixes

• Fixed an issue that prevented BPAY details being saved when an order was conducted via the Sign Up portal.

• A plan can now be "Grandfathered", 'effective immediately' rather then the end of the day via the introduction of a new UI Button called 'Grandfather' at the following levels:

1. Package Plan,

2. Service Plan,

3. Service Bolton Plan and

4. Bolton Add-on Plan.

• Fixed an occasional error which was preventing packages from being created when activating a service at the wholesale level.

• Fixed an issue where the package plan status was not changed from Saleable to Active when a service is attached to it.

• Fixed an issue which was causing the "Credit Card Surcharge" to be calculated incorrectly (adding Tax to the surcharge under certain circumstances).

• Fixed a screen validation error to enable service fee multiplier to store a fractional value.

• Fixed an issue that occasionally caused pages to be rendered blank.

• Improved the CSV List Download performance and rectified an issue which was resulting in the full list not being downloaded.

Release Notes 3.84.00 - 24 May 2016

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New Features / Optional Modules

Fees may apply to have these configured, activated and maintained
If you are interested in subscribing to an optional module, please raise a new sales ticket by email to sales@emersion.com.au

Stock Level Alerting

• 3.83.26 - Feature - Added 'Inventory Stock Level Monitoring' system which allows you to configure minimum stock levels against products within the system and be notified by email when the stock has dropped below this threshold. This is feature based.

Voice Usage Fraud Poller

• 3.83.1 - Feature - Added a 'Fraud Poller' which works in conjuction with live call feeds to identify potential symptoms of voip phone system hijacking and proactively suspends the related service. Currently enabled for integrated customers into the AAPT Broadsoft platform.

Enhancements to Optional Modules

Fees may apply to have these configured, activated and maintained
If you are interested in subscribing to any of our new enhancements, please contact our Sales Team for further information at sales@emersion.com.au

Events

• 3.84 - Extended the events system to be able to trigger different events based on invoice delivery method.

Deployed to Invoice Overdue Event (Email)

• 3.84 - Extended the Events system to support multiple email addresses in the CC fields separated by commas.

Signup Portal

• 3.84 - Added the ability to allocate identifiers (eg. Phone Numbers) automatically during the Anonymous Signup page. These will be taken from an inventory pool managed by the respective provider. This is feature based.

• 3.84 - External Signup - Added the ability to configure a destination URL to be used at the completion of a new order in the external signup page.

EPS - BPAY

• 3.84 - BPay Details - You can now add a vanity name to a BPay biller within the BPay management tool making it easier to know what is being assigned when linking to a customer.

Bulk Internal Churn

• 3.83.5 - Bulk Internal Churn - The bulk script to deal with internal churn for simple packages has been extended to support supply of a destination package plan. This is feature bound.

IPND Module

• 3.84 - IPND - Editing of service based contacts is now not only restricted to the parent account.

Enhancements

'These enhancements are provided as part of base platform and are included as per your maintenance fees'

• 3.84 - Invoice List now contains Inc and Ext GST Column (to assist in commission reporting.)

• 3.84 - Notes - Added a time component to the notes list.

Bug Fixes

• 3.84 - Inbound Usage (eg Telstra eBill) instalments now correctly capture the cost price based on the carrier charge.

• 3.84 - Fixed Issue where 'Write off' of credit a credit balance resulted in putting the client further in credit.

Release Notes 3.83.00 - 10 May 2016

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New Features / Optional Modules

Fees may apply to have these configured, activated and maintained
If you are interested in subscribing to an optional module, please raise a new sales ticket by email to sales@emersion.com.au

Event Framework

• Ability to trigger different events based on the invoice delivery method

The event framework has been enhanced to support a "Filter" which is based on the Invoice Delivery Method on the "Invoice Due" and "Invoice Overdue" Events. After configuration of this feature the UI now allows the ability to set a 'Postal Email Address'. This is an internal email address to send the "Post" events to, via a custom email recipient NB 1: This new feature is available for the following event types: 1. Invoice Due 2. Invoice Overdue NB 2: There are three options for the Invoice Delivery Method: Email: Send to the "Default" recipients as per settings Post: Send to a specific email address. Email and Post: Send to the email recipients for both.

Bulk Imports / Updates

Each Bulk Import can be requested to be enabled from the Sales Team. Once Off Fees apply to enable these features.

• Bulk Approve and Hide from Portal

Pending invoice can now be approved and hidden from the user portal in bulk.

• Bulk Import - Contact Details and Addresses

Contacts and Addresses now separated into individual items.

• Bulk Create BPAY reference numbers

a new Importer has been developed to bulk create BPAY reference numbers

Bulk Pricing Feature

• Use Bulk Pricing without Account Discount Subscription

A flag in the service plan definition will enable "Bulk Pricing Service Feature Billing". The system will initially count the amount of active service feature subscriptions that are on a given account. It will then leverage off both this and the active product rate card against the plan, to ascertain the price to charge. If further discounting is required above and beyond the product rate card against the service plan, the account discount subscription system can be used on top of this.

Enhancements to Optional Modules

Fees may apply to have these configured, activated and maintained
If you are interested in subscribing to any of our new enhancements, please contact our Sales Team for further information at sales@emersion.com.au

Customer Contract - Reprint

You are now able to re-print the customer Contract to send it to the customer with the Sim or at any time thereafter. This is accessible in Cumulus. Note: this will be a regeneration of the customer contract – If the SP alters the plan or the terms and conditions after the fact the system will render what they are now.

ZenDesk Integration Enhancements

• Improved logic within ZenDesk account creation to first check whether a user already exists in the remote platform and if so to use it.

Xero Enhancements

• Xero - Manual Reserve Button Added

Upon access to this page the system ensures that a Xero Authenticated Session is available and that the user/account has access to the Xero feature before providing the 'Reserve Invoice' override button. A button has been added within the 'Manage Invoice' section which permits the manual reservation of an invoice within Xero where reservation was not performed.

• Xero Integration - New Buttons added to mark payments and invoices as manually processed in Xero

Allows payment and invoice to be manually marked as already existing in Xero

• Added Xero Integration report

If you find any Xero integration errors, you can run Xero integration report to find the causes related to either invoice or payment.

• Failed Xero integration requests that have hit object quarantine

Xero Integration report will attempt again in 12 hours

Click her for further documentation on the Xero enhancements

IPND Enhancements

• IPND Update Queue Error - extend/display error code messages

A lightbox link was added to display the error code message(s) corresponding to the IPND Update when an error has occurred

Signup Portal Enhancements

• New Signup Settings framework

This new framework gives the ability to enable or disable certain functions for signup to provide more flexibility with the Signup settings

• IP ADDRESS TRACKING FOR DIRECT DEBIT AUTHORITY

The IP Address, Date and Time of all Signups are now tracked so that confirmation of the Credit Card or Direct Debit Authority can be provided to the Financial Institution, where required

• Signup Address Type Settings

This has been changed so that Standard Address, Unit Complex/Campus Address OR Hide PO Boxes, are the only Options for the Residential Address

• Modification to allow skip of Secondary Contact Page

Added workflow Rules and settings to give the option to skip this Page

• Settings User Portal Login Default

Automatically populate the Username with the Account number pre-populated (as it does in Cumulus)

• ACCOUNT TYPES Setting

Emersion is now able to disable Business as an account type option.

• Signup Support for Service Type Telstra WME Mobile

Signup for Service Type Telstra WME Mobile is now an option Changes to support this include: • No Selection of Mobile Phone Number for New services • No display of Barring Options • No Sim Selection (This option will be picked during fulfillment)

• Signup Page Load Notice

Enable page loading notice with a static or dynamic image

• Signup Credit Check Integration

Residential Credit Check through Dunn and Bradstreet and Decision Intellect is now an option for Sign up Credit Check Changes will include: • If < 24 months at the current address will require mandatory previous address • 100 Points to come from the mandatory ID fields NB: A New Page has been developed that is similar to that in Cumulus displaying the Credit Check Terms and Conditions.

• Signup Delivery Address

Capturing a delivery address is now an option for Sign up

• STOP AT THE END OF THE ORDER – ACTIVATION

The signup process now has an optional approval state at the end of an order to NOT auto provision to Telstra WME. This will allow the SIM and or hardware to be shipped to the end user The End User will be directed to the Activation Portal to finalise the Service Order Completion, and for the order to go to Telstra

Inventory & Warehouse Enhancements

In product inventory add Cost Inc Tax , Warehouse id, Warehouse name, bin id, bin name. Change Cost to Cost Ex Tax. Also added the ability to search warehouse and bin by name or id.

Certificate Based API

• New Get Account External API

The ability to request account details by providing the account id

Enhancements – General

'These enhancements are provided as part of base platform and are included as per your maintenance fees'

• Invoice 'Payable' column

Added 'Payable' column to invoice list on (Customer > Dashboard > Recent Invoice and Customer > Invoices)

• Periods in Advance

'Periods in Advance' setting of the Package Plan can now be applied when generating new Service Feature periods and new Service Bolt-On periods.

• Updates to the system used to upload a Logo

The UI has been enhanced to notify a user when folder configuration is required when uploading a Logo

• Extra Fields in Invoice Overdue Event

The following fields have been added to all the Invoice Overdue event templates 1. Date of issue - The date the event is sent 2. Billing address - The same fields that are presented on the invoice.

Invoice Rendering

• Emersion have enhanced the invoice generation framework to split Large Invoices to a seperate Queue to ensure more speedy release of smaller Invoices.

Reporting

• Events Reports have been moved from the Finance Tab to a new Events Tab.

Bug Fixes

• Get and Set Forms URL Fixed

Fixed the Forms for 'get url' and 'set url' in the 'Service activate' and 'Service plan page due' to update functionality and to prevent an accidental override of the URL.

• Finance Credit Text Change

Removed text description in finance > account receivable > credit that was misleading or inaccurate.

• Cardline Import Text Change

Update cardline import tab name from Cardline to Cardline Import. The description was also updated.

• Issue loading surcharge in take payment

• Account invoice approve redirection missing Tab

Fixed the 'Confirm' button redirection which resulted in the customer account invoice page missing a Tab during the approval redirection.

• OnOff Record Process Issue

For AAPT CDCE, feature 'Off' records were canceling the relevant service feature subscription as of the date stopped rather than the date started, this logic has been changed

• Bulk SMS Out - Code error resolved

Resolved code error issue when searching by contact name or contact email address

• Account Importer and userportal user

Ensure the permissions for End Users are setup correctly during a bulk manual account/end user import

• Invoice Generator to retry rendering_failed invoices

Ensure that if InvoiceGenerator fails to render an invoice, that the invoice is placed in object quarantine, and the process retries the invoice at a later date

• Customer > Payment not showing correct amount in "Payments Allocated Against Invoices"

Ensured that the correct amount is displayed in 'Payments Allocated Against Invoices' section. Resolved an issue identified where if more than $999 was allocated against an invoice, the amount would not be displayed correctly in 'Payments Allocated Against Invoices' when viewing a payment

• Cost Centre Invoices not showing correct Service Feature Quantites

When rendering a 'cost centre' invoice, ensure that for Service Features, that the invoice shows the correct number of Service Features as per the set Service Feature Quantities

• Ensure Payment Surcharge can be entered using decimal places

Resolved where the surchage text box no longer supported decimals

• List totals not displayed under certain conditions

Fixed the core List template so that the absence of subtotals does not prevent totals from being displayed for columns with custom logic for total calculations

• Display of End User portal header logo

Fixed User Portal logo upload / display

• Carrier Location Availability Import UI tab issue

Fixed tab highlight issue and add a feature wrap around button import in address list

• Remove/Modify Misleading help message on Accounts Receivable -> Credit

Updating text to "Credits are able to be allocated to invoices with outstanding amounts"

• Manage Invoice - "Reset Issue Date" checkbox not functioning

Fixed invoice approve reset issue date and due date. Added reset date functionality to approve do not send. Added save to ledger journal back to the invoice that is being process immediately.

• Invoice List Not Updating After Invoice Approval - Not Showing Customer Account Tabs

Fixed approved invoice redirection

Release Notes 3.82.00 - 24 February 2016

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New Features / Optional Modules

Fees may apply to have these configured, activated and maintained
If you are interested in subscribing to an optional module, please raise a new sales ticket by email to sales@emersion.com.au

Broadsoft SSaaS (via AAPT) (Automated provisioning)

Improved provisioning processes to include application and removal of optional feature packs.

iSeek - Optus Mobiles / Wireless Broadband

A new configuration method has been configured to support SIM inventory and management for Semi-Manual based mobile service types. This has been configured initially against the iSeek – Optus Mobiles service type. If you have a mobile service type that currently does not support this and you need this support, please contact your account management or sales for more information.

Telstra WME

Additional support has been added to the platform to manage situations where automatic application of additional bolt-on add-ons (additional data packs is the most common use) – and you have clients that wish not to opt-in to this feature, that you are able to exclude them.

Service Desk

A configurable auto-refresh and countdown clock has been added to the Service Desk > Service Request List. This allows users to set how frequently the screen refreshes, enabling you to see new tickets arrive and ticket updates without having to do anything. Users can select 1, 5, 10, 15, 30 and 60 minutes. The countdown clock shows users how much time is left before the next screen refresh.

Added a power to give users control over who can view and delete a customer note. Deleting a customer now hides the note from the user interface, rather than deleting the note in the database.

• Power location: Customer management > Delete Customer Notes

SMS Notifications

Emersion now integrates with Clickatel and SMS Global as an alternative SMS Gateway suppliers. If you need additional SMS providers, please contact your account manager or sales for more information on how we can help.

Services and Activation

A new feature within the service activation process can now permit a service provider to configure the next anniversary for a package. This provides a way for the user to manually set the end date of the first package subscription period. This is designed for service providers who need to control the start date of the service (service activation date) and additionally control when the first period will lapse.

The package plan can be able to be configured to honour this date via the Honour First Period End Date if Set flag. The power allows users to control who can set the first period end date during the activation process A new power will be required to set the date during the package activation. This power is called Can set first period end date. If the user does not have the power, they can still see the field, but they cannot edit it.

Commissions

The Agent Code has been added to columns on the pending bounties, pending trails and pending product sales lists. Users can also search on the Agent code. An agent code typically corresponds to an Organisational Unit within your account.

Product Order Map

Added a new configuration option allows service providers to force the first instalment to be collected when purchasing hardware linked to a package plan (via instalments).

Important Change regarding Invoice Due dates/times By default when an invoice is created in the system, the invoice due date is the invoice end (always midnight) plus the amount of due days configured against the account (via an account attribute).

Enhancements – General

'These enhancements are provided as part of base platform and are included as per your maintenance fees'

Important Change regarding Invoice Due dates/times

By default when an invoice is created in the system, the invoice due date is the invoice end (always midnight) plus the amount of due days configured against the account (via an account attribute set by Emersion and based on your preference).

If these dates are overridden via Cumulus manually, the user is forced to select an exact day. There is no time component when overriding the invoice due date. Users can also use the Bulk Invoice Approval tool to approve invoices. This tool gives users the ability to adjust the dates based on the approval date. As a result, the automated credit card and direct debit payment run was processed at the date and time of the invoice due as set by the user. I.e. If the trading terms are 14 days and upon approval using the bulk approval method the invoice due date is set to 16/03/2016, at midnight (0:00hrs) on the 16th March, 2015 the invoice will be approved and an attempt to take payment will be made.

I.e. If the trading terms are 14 days and upon approval using the bulk approval method the invoice due date is set to 16/03/2016, at midnight (0:00hrs) on the 16th March, 2015 the invoice will be approved and an attempt to take payment will be made.

Performance Enhancements

Performance enhancements have been made to the following pages:

• Customer > List
• Services > List
• Services > Manual Provisioning
• Finance > Accounts Receivable > Receive Payment
• Purchase > Recurring Purchase

Invoice Rendering

Emersion have enhanced the invoice generation framework to make it more reliable and scalable for service providers with large numbers of invoices to manage.

The file size threshold has been increased from 2Mb to 10mb allowing for larger files to be uploaded during orders and during sign up (via the sign up portal).

Product Sales

• Products now support both fractional quantities (e.g. area, weight, etc) and negative quantities. When a negative quantity is entered along with a positive unit price, the result is a credit cardline.
• Enhanced the Customer > Purchases > Outright screen of a customer to show product instance information.
• Emersion now supports breaking out of an instalment plan early where the cost associated with the product is $0.

Payments and Accounts Receivable

The Finance > Invoice List screen has been updated to include additional columns showing invoice delivery method and if the Hide this Invoice from customer User Portal check is enabled.

Added additional security and validation around cumulus and end user portal usernames and passwords.

A new payment transaction status “System Failure” has been implemented. When an attempt to take a payment is made, if a response is anything other than a bank derived failure (decline) or success, the transaction will be given this status, and no payment failure events will be triggered.

Bulk Imports

The cardline import tool has been migrated to use the standard bulk tool framework. The framework enables bulk tools to operate in a consistent manner and utilises the same event to notify users if the bulk action was successful or not.

Reporting

The Bolt On Current Usage Report has been enhanced to include the ability to search on Account Profile.

Improvements have also been made to the suite of margin analysis reports – contact your account manager or sales for more information on using these reports.

Mass Mailing

Updated the Email Out function with improved search capability for account contacts and service contacts.

Bug Fixes

• Increased the length of the customer name field when taking a credit card payment.
• In some situations the product inventory import button would not appear under product management.
• The telephony bolt-on excess rate and included value sections now supports decimal numbers.
• The service plan configuration section would previously allow a user to attach two product rate cards with the same effective date against for a service plan.
• At times duplication of bolt-ons (visually only) would appear in the Service Subscriptions > Manage Bolt-ons page.
• Fixed an issue where payments were declined due to an expired card where they were being marked as System Failure.
• Fixed an issue with the product instance pop-up box during a purchase that resulted in leaving off a few characters when a serial number was copied and pasted externally.
• Fixed a bug that prevented the invoice delivery event from firing while payment is in the processing status.
• Security deposit creation or removal card-lines were previously permitted to be deleted.
• The product purchase screens sometimes would not properly allow the bulk copy/paste of serial numbers.
• Fixed an issue with Download to CSV function, pagination and sorting results on the View Usage page.
• Fixed an issue when processing an internal churn that caused the system to show the error "Mobile Number no longer available to be ordered”
• Fixed a minor defect in the Create Customer wizard that occurred when entering a secondary contact when all mandatory fields were not filled out by the user.
• Some mandatory fields during creation of an account would prevent international addresses from being entered.
• Fixed a defect that caused contract break out fees to be charged when they should not have been.
• Fixed a defect that occasionally resulted in an incorrect price being retrieved for a product and ensured output was ordered in a more intuitive manner.
• Fixed an issue where the Email Order in the Manual Provisioning process was splitting the email address link incorrectly.
• When a service was cancelled, if it relied on Emersion’s Service Restriction Framework, the restrictions were not removed resulting in visual notifications that were not valid.
• Fixed an issue that caused the direct debit surcharges set at the global level not being saved for some customers.
• Added additional validation to check if the package or service subscription is scheduled for cancellation when using the Package Migration Bulk tool.
• Bounty and trail percentage fields in the Commissions module now support decimal numbers.
• Fixed a defect that in a specific scenario, allowed a user to migrate a customer to a different package when it has an active contract, when the current package plan is not in that contract's package pool.